+201.4%
B vs AMP
+589.3%
-387.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -2.4% | -0.5% | -1.9% | -2.4% |
| 30D | +6.3% | -1.3% | +7.7% | +6.4% |
| 3M | +12.1% | +24.2% | -12.1% | +10.6% |
| 6M | -3.1% | +24.6% | -27.7% | -4.5% |
| YTD | +2.0% | +14.8% | -12.9% | +0.9% |
| 1Y | +51.7% | +12.8% | +38.9% | +50.2% |
| 3Y | +190.5% | +69.0% | +121.5% | +180.1% |
| 5Y | +158.0% | +124.9% | +33.1% | +144.9% |
| All | +201.4% | +589.3% | -387.9% | +205.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling